Journeying together to fulfill your mission
About Us
Hi! We’re Anne and Bill Hatch, CFA.
We want to help lift society up by helping social purpose organizations (non-profits, faith-based organizations, social enterprises) become better stewards and deepen their impact. We journey with organizations who are thinking through the impact that they would like their assets to have.
Our Services
Values-Aligned Investment Guidance
Guiding institutions who would like to align their investments with their most deeply held values - with a focus on impact investing
Financial Accompaniment
Journeying alongside your organization’s leaders & committees to support holistic financial analysis and strategic change